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About Us

Our Mission: To simplify template management

At Visualdox, our mission is straightforward: to give firms a powerful, yet simple, way to manage their document templates. We believe that a robust solution shouldn’t have to be complicated. As a small team, we understand the importance of efficiency and consistency in every task. That’s why we’re dedicated to building a no-fuss solution on Microsoft 365 that combines advanced features with an intuitive design, helping firms of any size achieve unparalleled control over their documents.

Our Story

The problem we saw

For years, businesses have struggled with outdated and inefficient methods of managing their document templates. They often rely on expensive contractors to build complex, hard-to-maintain solutions using bespoke code like VBA, leading to a cycle of deployment headaches, inconsistent branding, and a constant lack of control. Even many existing solutions on the market are often prohibitively expensive or suffer from poor service and unreliability. We saw this cycle of frustration—firms being held back by their own tools and a lack of viable alternatives—and knew there had to be a better way to provide a truly simple, cost-effective, and scalable solution that ensures every document is perfect, every time.

The solution to the problem

We built Visualdox to be the solution we wished we had. Our goal was to create a powerful, yet simple, Template Management System built specifically for Microsoft 365. We designed it from the ground up to eliminate the need for complex custom coding and to provide a cost-effective, scalable platform that delivers a seamless experience for both administrators and end-users. Visualdox puts an end to document chaos, giving you the tools to ensure every document is consistent, professional, and on-brand, every time.

The Management Team

Jon Summers

Chief Executive Officer

Scott Hews

Chief Technology Officer